Client Services Representative

CALL LEWIS 972-365-9547Operations Processing Specialists - we need ~50 (focusing on Oakdale, Scottsdale, La Vista, Atlanta, and St Pete) – Pay Rate -- $43K-48KAdvisor Support Representatives (Call Center) (BH ID: - we need ~18 (focusing on Oakdale, Scottsdale, and La Vista) – Pay Rate -- $45k-55K Manager Notes:Must have wealth management experience or Broker dealer experience (Must be on the resume)Open to recent grads (Bachelor’s degree in Finance and Business)Processors will be Process brokerage account documents with a high degree of accuracy and within established service level timelines. Review incoming documentation for completeness, ensuring all required fields, signatures, and supporting materials are present Call Center support will answer inbound calls from financial professionals in a courteous, professional, and timely manner. Respond to questions regarding accounts, products, services, and proceduresPreferred Requirements:For new graduates: internship, co-op experience, prior work experience 1 years’ experience of brokerage experienceCompletion of the FINRA SIE examFINRA Series 7Experience with Envestnet / Wealth Management PlatformBachelor’s degree in business, Finance or related field is preferred Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office